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Xcel Energy (XEL) Institutional Ownership

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$66.86 +0.79 (+1.20%)
Closing price 04:00 PM Eastern
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$66.47 -0.39 (-0.58%)
As of 07:13 PM Eastern
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Institutional Ownership Changes (13F Filings) for Xcel Energy (NASDAQ:XEL)

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
585
Total
Institutional Inflows
(last 12 months)
$2.54B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$2.01B
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XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025DeDora Capital Inc.20,126$1.36M0.4%+2.0%0.004%
1/30/2025 Blue Trust Inc.6,529$441K0.0%-4.3%0.001%
1/30/2025New York State Teachers Retirement System436,231$29.45M0.1%-11.7%0.076%
1/30/2025Chevy Chase Trust Holdings LLC302,728$20.44M0.1%+0.9%0.053%
1/30/2025V Square Quantitative Management LLC5,646$381K0.1%-10.6%0.001%
1/30/2025Bogart Wealth LLC70,804$4.78M0.2%-2.8%0.012%
1/30/2025Asset Management One Co. Ltd.237,789$16.20M0.1%+3.4%0.041%
1/29/2025Avestar Capital LLC3,532$238K0.0%+10.8%0.001%
1/29/2025PrairieView Partners LLC5,221$352K0.0%+13.0%0.001%
1/29/2025Van ECK Associates Corp179,013$12.09M0.0%+12.0%0.031%
1/29/2025Allspring Global Investments Holdings LLC153,453$10.26M0.0%-5.2%0.027%
1/29/2025Avidian Wealth Enterprises LLC3,496$236K0.0%+13.0%0.001%
1/29/2025Hartford Investment Management Co.35,495$2.40M0.1%+1.0%0.006%
1/29/2025Capital Advisors Inc. OK3,636$246K0.0%N/A0.001%
1/29/2025Louisiana State Employees Retirement System72,800$4.92M0.1%-1.5%0.013%
1/29/2025Summit Trail Advisors LLC23,853$1.61M0.1%+8.7%0.004%
1/29/2025Focus Financial Network Inc.109,331$7.38M0.3%-1.0%0.019%
1/29/2025Savant Capital LLC31,047$2.10M0.0%+0.6%0.005%
1/28/2025 Stiles Financial Services Inc51,124$3.45M1.2%+0.7%0.009%
1/28/2025 HTLF Bank3,145$212K0.0%-8.8%0.001%
1/28/2025 Kestra Private Wealth Services LLC9,362$632K0.0%+12.5%0.002%
1/28/2025 Stephens Inc. AR7,540$509K0.0%-3.2%0.001%
1/28/2025 Quotient Wealth Partners LLC25,368$1.71M0.1%+4.1%0.004%
1/28/2025 AlphaStar Capital Management LLC7,708$520K0.1%+41.0%0.001%
1/28/2025 Thompson Investment Management Inc.10,999$743K0.1%-4.3%0.002%
1/28/2025 Empirical Finance LLC18,578$1.25M0.1%-1.2%0.003%
1/28/2025 Empowered Funds LLC10,568$714K0.0%+11.2%0.002%
1/28/2025 Moloney Securities Asset Management LLC61,327$4.14M0.6%+0.9%0.011%
1/28/2025 Wilmington Savings Fund Society FSB18,289$1.24M0.0%+6.2%0.003%
1/28/2025 Kingsview Wealth Management LLC8,688$587K0.0%-6.4%0.002%
1/28/2025 Apollon Wealth Management LLC28,950$1.96M0.0%+0.6%0.005%
1/28/2025 SC&H Financial Advisors Inc.5,592$378K0.1%-14.5%0.001%
1/28/2025 Cidel Asset Management Inc.4,366$295K0.0%+5.0%0.001%
1/28/2025 Conning Inc.4,228$285K0.0%+8.3%0.001%
1/28/2025 Golden State Wealth Management LLC1,871$126K0.0%N/A0.000%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd77,846$5.26M0.1%+9.3%0.014%
1/28/2025 Sumitomo Mitsui Trust Group Inc.1,452,157$98.05M0.1%+0.4%0.253%
1/28/2025 Tandem Financial LLC1,609$109K0.1%N/A0.000%
1/27/2025 GHP Investment Advisors Inc.2,914$197K0.0%-16.6%0.001%
1/27/2025 Oakworth Capital Inc.784$53K0.0%+1,860.0%0.000%
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1/27/2025 Financial Advocates Investment Management9,751$658K0.0%-4.9%0.002%
1/27/2025 State of Alaska Department of Revenue65,480$4.42M0.0%+1.0%0.011%
1/27/2025 Bleakley Financial Group LLC23,847$1.61M0.0%+10.6%0.004%
1/27/2025 Tyche Wealth Partners LLC3,679$248K0.1%-5.2%0.001%
1/27/2025 Choreo LLC23,687$1.60M0.0%+5.6%0.004%
1/27/2025 Tectonic Advisors LLC14,247$962K0.1%+110.3%0.002%
1/27/2025 Mirae Asset Global Investments Co. Ltd.187,234$12.74M0.1%-4.8%0.033%
1/27/2025 Spirit of America Management Corp NY11,150$753K0.2%+32.7%0.002%
1/27/2025 Hager Investment Management Services LLC1,000$68K0.0%N/A0.000%
1/27/2025 Stratos Investment Management LLC7,360$497K0.0%-11.3%0.001%
1/27/2025 Stratos Wealth Partners LTD.6,445$435K0.0%+14.2%0.001%
1/27/2025 Retirement Systems of Alabama124,328$8.40M0.0%+2.6%0.022%
1/27/2025 Mather Group LLC.3,408$230K0.0%+15.8%0.001%
1/24/2025 First Dallas Securities Inc.26,090$1.76M0.7%-6.1%0.005%
1/24/2025 abrdn plc190,396$12.82M0.0%+5.4%0.033%
1/24/2025 Trust Point Inc.10,220$690K0.0%+36.1%0.002%
1/24/2025 GEN Financial Management INC.4,457$301K0.2%N/A0.001%
1/24/2025 Hodges Capital Management Inc.51,396$3.47M0.2%+447.1%0.009%
1/24/2025 Jennison Associates LLC1,670,260$112.78M0.1%-0.9%0.291%
1/24/2025 Panoramic Investment Advisors LLC2,971$201K0.1%N/A0.001%
1/24/2025 Catalina Capital Group LLC3,982$269K0.1%+20.8%0.001%
1/24/2025 GPS Wealth Strategies Group LLC2,171$147K0.0%-20.4%0.000%
1/24/2025 CENTRAL TRUST Co8,883$600K0.0%-17.6%0.002%
1/24/2025 U.S. Capital Wealth Advisors LLC7,968$538K0.0%+7.0%0.001%
1/24/2025 Greenleaf Trust14,527$981K0.0%+5.1%0.003%
1/24/2025 Spire Wealth Management6,867$464K0.0%+2.8%0.001%
1/24/2025 Richardson Financial Services Inc.1,210$82K0.1%+222.7%0.000%
1/24/2025 SYM FINANCIAL Corp9,222$623K0.1%+7.5%0.002%
1/24/2025 DAVENPORT & Co LLC65,716$4.44M0.0%+4.4%0.011%
1/24/2025 Tokio Marine Asset Management Co. Ltd.15,436$1.04M0.0%+4.0%0.003%
1/24/2025 China Universal Asset Management Co. Ltd.9,345$631K0.1%+32.2%0.002%
1/24/2025 Chicago Partners Investment Group LLC10,102$671K0.0%+23.6%0.002%
1/23/2025 Caprock Group LLC8,803$594K0.0%+19.1%0.002%
1/23/2025 BTC Capital Management Inc.107,809$7.28M0.7%-5.0%0.019%
1/23/2025 Country Trust Bank1,677$113K0.0%+507.6%0.000%
1/23/2025 Integris Wealth Management LLC6,323$427K0.1%+2.6%0.001%
1/23/2025 Mediolanum International Funds Ltd65,739$4.43M0.1%-16.2%0.011%
1/23/2025 Crews Bank & Trust504$34K0.0%N/A0.000%
1/23/2025 OLD Second National Bank of Aurora3,404$230K0.1%-5.4%0.001%
1/23/2025 Gries Financial LLC3,724$251K0.0%+21.0%0.001%
1/23/2025 Invesco LLC4,949$334K0.1%+21.4%0.001%
1/23/2025 Forsta AP Fonden204,700$13.82M0.1%+21.4%0.036%
1/23/2025 Robeco Institutional Asset Management B.V.7,985$539K0.0%-80.5%0.001%
1/23/2025 Asset Dedication LLC500$34K0.0%-92.3%0.000%
1/23/2025 Sumitomo Life Insurance Co.6,338$428K0.0%-3.8%0.001%
1/22/2025 Perigon Wealth Management LLC5,937$393K0.0%+4.0%0.001%
1/22/2025 Mount Yale Investment Advisors LLC4,676$316K0.0%+17.9%0.001%
1/22/2025 Pacer Advisors Inc.76,390$5.16M0.0%+11.5%0.013%
1/22/2025 KBC Group NV46,098$3.11M0.0%-3.2%0.008%
1/22/2025 Blue Trust Inc.10,450$682K0.0%+53.2%0.002%
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1/21/2025 Affiance Financial LLC6,167$416K0.1%-5.4%0.001%
1/21/2025 CFS Investment Advisory Services LLC3,060$207K0.0%N/A0.001%
1/21/2025 Lantz Financial LLC5,637$381K0.1%-10.1%0.001%
1/21/2025 Cyndeo Wealth Partners LLC3,291$222K0.0%+6.7%0.001%
1/21/2025 Geneos Wealth Management Inc.22,099$1.49M0.1%+1.3%0.004%
1/21/2025 Fifth Third Bancorp42,038$2.84M0.0%-0.4%0.007%
1/21/2025 Gradient Investments LLC207,085$13.98M0.3%-10.0%0.036%
1/21/2025 Harel Insurance Investments & Financial Services Ltd.6,594$445K0.0%N/A0.001%
1/21/2025 Exchange Traded Concepts LLC13,421$906K0.0%+2.8%0.002%
1/21/2025 CX Institutional6,004$405K0.0%+56.1%0.001%
(Data available from 1/1/2016 forward)

XEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XEL shares?

During the previous two years, 1,038 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($3.88B), BlackRock Inc. ($3.11B), State Street Corp ($2.45B), JPMorgan Chase & Co. ($1.19B), Massachusetts Financial Services Co. MA ($991.96M), Geode Capital Management LLC ($952.09M), and Aristotle Capital Management LLC ($841.41M).Learn more on XEL's institutional investors.

What percentage of Xcel Energy stock is owned by institutional investors?

78.38% of Xcel Energy stock is owned by institutional investors. Learn more on XEL's institutional investor holdings.

Which institutional investors have been buying Xcel Energy stock?

Of the 894 institutional investors that purchased Xcel Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($8.75M), Price T Rowe Associates Inc. MD ($6.68M), Massachusetts Financial Services Co. MA ($4.92M), Strategic Wealth Investment Group LLC ($3.22M), Victory Capital Management Inc. ($2.73M), Federated Hermes Inc. ($2.57M), and Jupiter Asset Management Ltd. ($2.56M).

How much institutional buying is happening at Xcel Energy?

Institutional investors have bought a total of 91,902,761 shares in the last 24 months. This purchase volume represents approximately $6.25B in transactions.

Which Xcel Energy major shareholders have been selling company stock?

Of the 598 institutional investors that sold Xcel Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($11.78M), Magellan Asset Management Ltd ($5.30M), Ameriprise Financial Inc. ($4.34M), Massachusetts Financial Services Co. MA ($2.91M), Zimmer Partners LP ($2.81M), Victory Capital Management Inc. ($2.59M), and Natixis ($2.47M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 81,433,130 shares in the last 24 months. This volume of shares sold represents approximately $5.42B in transactions.



This page (NASDAQ:XEL) was last updated on 1/30/2025 by MarketBeat.com Staff
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